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Video Briefs
Municipals and the Federal Policy Agenda – May 2021
May 20, 2021
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Municipal Opportunities – December 2020
December 16, 2020
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Municipal Credit Observations – August 2020
August 10, 2020
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2020 Municipal Market Strategy – Opportunities and Considerations
May 19, 2020
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2020 Municipal Strategies and Considerations
February 18, 2020
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Benefits of a Municipal Crossover Strategy – July 2019
July 10, 2019
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Opportunity Zones: An Impetus for Municipal Credit Enhancement – June 2019
June 20, 2019
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Portfolio Transition Analysis: Facilitating Informed Decisions – March 2019
March 7, 2019
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Beyond Ladders: Attributes of Active Management – March 2019
March 7, 2019
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About Appleton
Overview
Who We Serve
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Private Client Services
Overview
Client Login
Financial Planning Solutions
Customized Wealth Management
Non-Profit Partnerships
Investment Solutions
Webinars and Briefs
Private Client Services Team
Investment Process
Overview
Key Tenets
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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